See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,819 |
5 funds of $250K or more; 13 lines in all, holding $3.7M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.3M | 89.3% |
| Core K Empower Trust Company, LLC Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $169K | 4.5% |
| GRI Empower Trust Company, LLC AB US Large Cap Growth CIT W Empower · Collective trust Recordkeeper's own fund | $63K | 1.7% |
| Prem Empower Trust Company, LLC Fidelity Mid Cap Index Fidelity (FMR) · Mutual fund Index | $40K | 1.1% |
| Empower El Fixed Account - Series Class Empower · Insurance contract Recordkeeper's own fund | $32K | 0.9% |
| Series Pl Empower Trust Company, LLC Large Cap Value Fund Class Rl Empower · Mutual fund Recordkeeper's own fund | $28K | 0.7% |
| Empower Trust Company, LLC Blackrock Advantage Small Cap BlackRock · Mutual fund | $18K | 0.5% |
| borrower, lessor, rate of interest, collateral, Current or similar party Manager not matched · Other | $15K | 0.4% |
| rate of interest, collateral, Current or similar party Manager not matched · Other | $13K | 0.4% |
| Empower Trust Company, LLC American Funds New World R6 Capital Group · Mutual fund | $11K | 0.3% |
See the other 3 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,781 | $101,317-68.6% | $146,958-78.4% | $74,495-57.3% |
| Participation rate | 41.3% | 75.5%-34.3pp | 82.2%-40.9pp | 67.2%-26.0pp |
| Annual return | 12.17% | 8730.91%-8718.7pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,572 | $7,303-78.5% | $8,070-80.5% | $4,346-63.8% |
| Admin fee / account holder | $214 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |